EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $194M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,379
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$624K
3
+$414K
4
XOM icon
Exxon Mobil
XOM
+$360K
5
EMR icon
Emerson Electric
EMR
+$352K

Top Sells

1
+$671K
2
+$575K
3
+$434K
4
XL
XL Group Ltd.
XL
+$272K
5
BG icon
Bunge Global
BG
+$259K

Sector Composition

1 Financials 17.45%
2 Healthcare 7.59%
3 Consumer Staples 7.28%
4 Industrials 6.31%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.03%
1,181
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252
$50K 0.03%
800
253
$50K 0.03%
1,201
254
$49K 0.03%
780
255
$49K 0.03%
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-95
256
$48K 0.03%
696
257
$48K 0.03%
2,278
258
$47K 0.03%
111
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259
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260
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261
$47K 0.03%
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262
$46K 0.03%
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263
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264
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265
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266
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267
$46K 0.03%
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267
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273
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645
274
$43K 0.03%
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275
$43K 0.03%
303
9 10
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